AAS
WTPI

Avantax Advisory Services’s WisdomTree Equity Premium Income Fund WTPI Stock Holding History

Avantax Advisory Services’s Portfolio WTPI Stock Details WTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$330K Sell
10,291
-3,626
-26% -$112K ﹤0.01% 1839
2025
Q1 		$433K Buy
13,917
+5,372
+63% +$176K ﹤0.01% 1598
2024
Q4 		$282K Buy
8,545
+200
+2% +$6.73K ﹤0.01% 1825
2024
Q3 		$276K Hold
8,345
– – ﹤0.01% 1819
2024
Q2 		$278K Sell
8,345
-1,459
-15% -$48K ﹤0.01% 1741
2024
Q1 		$326K Sell
9,804
-1,083
-10% -$35.3K ﹤0.01% 1252
2023
Q4 		$345K Buy
+10,887
New +$339K ﹤0.01% 1160

Other funds holding WTPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $309M AUM 16.93% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Avantax Advisory Services's WTPI Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree Equity Premium Income Fund (WTPI) stake by 26% in Q2 2025, selling an estimated $112K and leaving 10,291 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Avantax Advisory Services first reported a position in WTPI in Q4 2023 and has held it in 7 quarters since. The position peaked at $433K in Q1 2025. 72 funds tracked by Wall St. Rank hold WTPI as of Q2 2025.

  • Avantax Advisory Services held 10,291 shares of WisdomTree Equity Premium Income Fund worth $330K as of Q2 2025.
  • Avantax Advisory Services sold 3,626 WisdomTree Equity Premium Income Fund shares in Q2 2025, an estimated $112K.
  • WisdomTree Equity Premium Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1839 holding.
  • Avantax Advisory Services first reported a position in WisdomTree Equity Premium Income Fund in Q4 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's WisdomTree Equity Premium Income Fund position peaked at $433K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held WisdomTree Equity Premium Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.